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Salesforce
CRM

Overview Fund Activity

856 hedge funds and large institutions have $54B invested in Salesforce in 2017 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 372 increasing their positions, 275 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+12
Holders Change %
+1.42%
% of All Funds
21.37%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
1%
New
88
Increased
372
Reduced
275
Closed
70
Calls
$857M
Puts
$841M
Net Calls
+$15.4M
Net Calls Change
-$450M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$996M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$263M
3
Jennison Associates
Jennison Associates
New York
+$237M
4
LPC
Lone Pine Capital
Connecticut
+$229M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$196M

Top Sellers

1
TP
Third Point
New York
-$247M
2
Capital World Investors
Capital World Investors
California
-$233M
3
DCM
Discovery Capital Management
Connecticut
-$149M
4
Sands Capital Management
Sands Capital Management
Virginia
-$110M
5
CM
Corvex Management
New York
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
701
Intersect Capital
California
$248K +$15.6K +180 +7%
AA
702
Apriem Advisors
California
$247K -$43.3K -500 -15%
LCP
703
Legacy Capital Partners
Wisconsin
$242K +$242K +2,798 New
PAS
704
Partnervest Advisory Services
California
$241K +$12.1K +140 +5%
SC
705
Savant Capital
Illinois
$240K +$19.9K +230 +9%
HB
706
Homrich & Berg
Georgia
$239K +$8.5K +98 +4%
OIA
707
Optimum Investment Advisors
Illinois
$239K +$26K +300 +12%
WCA
708
Westover Capital Advisors
Delaware
$235K -$607 -7 -0.3%
GT
709
Glenview Trust
Kentucky
$235K – – –
WSFS
710
Wilmington Savings Fund Society
Delaware
$225K – – –
CL
711
Choreo LLC
Illinois
$223K -$3.22M -37,293 -94%
EA
712
Emerald Advisers
Pennsylvania
$222K – – –
WPA
713
West Paces Advisors
Georgia
$221K – – –
CFA
714
Cahill Financial Advisors
Minnesota
$217K +$217K +2,500 New
HT
715
Heritage Trust
Oklahoma
$216K +$216K +2,491 New
CS
716
Credential Securities
$214K -$2.26K -26 -1%
CBU
717
CIBC Bank USA
Illinois
$209K -$1.64K -19 -0.8%
OIA
718
OneDigital Investment Advisors
Kansas
$205K +$205K +2,372 New
PGFC
719
Peapack-Gladstone Financial Corp
New Jersey
$205K -$22.4K -259 -10%
RFS
720
Rockefeller Financial Services
New York
$196K -$19.9K -230 -9%
TF
721
Tompkins Financial
New York
$187K – – –
FT
722
Fiduciary Trust
Massachusetts
$187K +$187K +2,155 New
PAM
723
Paradigm Asset Management
New York
$182K – – –
AF
724
Allworth Financial
California
$173K – – –
HA
725
Harfst & Associates
Wyoming
$164K +$15.6K +180 +11%
27 28
29
30 31